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UMB Financial

291 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 271291 (+20)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more call options, than puts

Call options by funds: $133K | Put options by funds: $133K

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$133K
Puts
$133K
Net Calls
Net Calls Change

Top Buyers

1 +$178M
2 +$57.4M
3 +$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.2M
5
ACL
Azora Capital LP
Florida
+$33.8M

Top Sellers

1 -$45.2M
2 -$31M
3 -$27.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$524K
177
$521K
178
$519K
179
$499K
180
$499K
181
$488K
182
$478K
183
$469K
184
$465K
185
$463K
186
$442K
187
$426K
188
$417K
189
$411K
190
$400K
191
$393K
192
$382K
193
$380K
194
$379K
195
$373K
196
$373K
197
$368K
198
$363K
199
$360K
200
$354K